TSH User Group Meeting 2010 MDS Enhancements TSH User Group Meeting 2010.
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Transcript of TSH User Group Meeting 2010 MDS Enhancements TSH User Group Meeting 2010.
TSH USER Group Meeting 2010
145 Cases Updated this Year
Cases Completed By System AreaCases Completed By System Area
ODBC 4
Purchasing 9
Pricing 4
Remotenet 8
Reporting 4
General System 17
System Utility 4
Accts Payable 4
Accts Receivable 9
General Ledger 2
Inquiries 10
Inventory 17
File Maintenance 11
Order Entry 39
MDS Base Modifications
TSH USER Group Meeting 2010
55
Total
Customer
Cases
Updated
Case Description
11161 Add ASN for INTRANSIT to system, add EDI Drill Down function to EDI 810 Inquiry.
10879 Add the ability to scan documents in order entry/ customer order inquiry.
10888 Modify Cross Sell and Up Sell notes to always display with their product#
11401 Modify the Open Order Inquiry to have an option to show Cancelled orders.
11399 "Next Day Vendor". Modify receiving to print any sales orders for NDV lines.
11406 Modify the Quote Duplication process to allow you to change the Customer/Shipto
11407 Popup a list of the last 6 times the customer has purchased the product in O/E etc.
11411 Create a new Manifest form in Crystal Reports
11376 Add POS (Retail/Point of Sale) processing module.
10378 Allow for multiple miscellaneous charges in order/quote
11375 Allow the entry of a show cost load factor for each item
10967 Consolidated A/R Combine the current months transactions into one A/R record
11301 Add a Price Book download to Excel.
Customer Requested Enhancements
TSH USER Group Meeting 2010
New Customer Tools
• TSH User Forum
• Online Training Videos
• Updated Guides
• Updated Data Dictionary
TSH USER Group Meeting 2010
New Capabilities Added
Accounts PayableUpdate EDI 810 to allow you to skip an invoice/or accept in SuspenseUpdate AP Check Print Program
Accounts ReceivableUpdate Open Commission MaintenanceCreate Consolidated A/R FunctionAdd Option to Skip Statements for a Customer, exclude o/a payments
General LedgerAuto Credit Card Bank Update from a spreadsheet creating Journal Entries.Costing Modifications for cost of goods sold update to general ledger: Add option for new Cost separate from Sales Cost
Inquiry Modify the Detail Purchase Order inquiry to show "Notes Available"In voucher detail inquiry - Add lookup by Voucher# etc.Modify the Open Order Inquiry to have an option to show Cancelled ordersAdd the Stock Status Inquiry as a button to the Location Adjustment and Location Movement ScreensAdd totals to drill downs for A/P Checks, A/R Checks and Vendor Payables.
TSH USER Group Meeting 2010
Updated FeaturesOrder Entry
Special Sales Order LogicAdd the ability to scan documents in inquiry and customer order summary.Create a new Manifest form in Crystal ReportsAllow Update of Price by entering GP% POS (Point of Sale) ModuleShow Last 6 purchases/sales by customer/shipto/productUpdate Invoice and Statement Options for Sorting, Misc ChargesCreate Drop Ship’s Automatically at End of Sales OrderCreate process to create an MDS order template from an existing Quote/OrderDuplicate a Quote with option for changing customer/shipto
Purchasing Vendor Updates: DS PO UM Override , Next Day Vendor, Purchasing FrequencyAdd option for Misc Charges on Vendor PO using table of available charges
PricingAdd A Price Book to Excel
GeneralUpdated Look and Feel for MDS (Skins)Add Ability to customize Screen fields and Headings (video)New MDS Help System
Updates to Warehouse System – Will be covered by KevinUpdates to RemoteNet – Will be covered by Rachel
TSH USER Group Meeting 2010
• Allows on Screen Review of All Checks Printed
• Shows Total for Each Check and Total for Company/Bank
• Allows for Void
• Generates Same Reports and Check Prints
Updated AP Check Print Process
TSH USER Group Meeting 2010
Consolidated AR Function
• System to Combine Invoices into One Periodic Bill
• Can be Run Monthly or on Demand
• Determined by Customer Flag
TSH USER Group Meeting 2010
Misc Charges and Statement Sort Options
• Miscellaneous Charges By Customer/Sales Order
• Ability to Sort Statements by Ship to (Cost Center)
• Predefined with Override Capability – Drop Ship Fees– Fuel Surcharges– Special Handling Charges
TSH USER Group Meeting 2010
New Subtotal Options for Invoices
• Ability to Subtotal on Each Customer’s “Cost Centers”
• Ability to Subtotal on Classes or Specific Products– Types of Products– Departments that Ordered– Branch Locations
TSH USER Group Meeting 2010
Special Sales Order Logic
• Items for a specific customer – different then a drop ship in that:– Items are shipped from your warehouse– You can aggregate multiple sales orders into one
purchase order but still maintain specific allocation– Saves time in warehouse if item is a special order for
multiple customers– Alternate option is manual allocation (other slide)
TSH USER Group Meeting 2010
Order Entry Updates
• GP% Pricing Entry
• Last 6 Transactions by Customer or Shipto
• Ability to Limit a Customer to a Percentage of Inventory
TSH USER Group Meeting 2010
POS- Point of Sale Entry
• Procedure to quickly create an invoice for a customer while they are in the store
• Allows for Alternate Payment Options: Cash, Check, A/R Payment, Credit Card
• Simplified Header Entry
• Same Pricing , Inventory, etc. as Order Entry
TSH USER Group Meeting 2010
Manual Order Allocation Updates
• Quickly and easily override system default allocations
• View and choose which customers are getting backordered items that are now in stock
• View and modify which products are being allocated
TSH USER Group Meeting 2010
Template and Quote Duplication
• Ability to copy a quote from customer to customer and re-price
• Ability to copy a quote from one shipping location to alternate shipping locations
TSH USER Group Meeting 2010
Vendor Updates
• Drop Ship UM Override by Vendor
• Next Day Vendor Logic (Tied to Order Entry)
• Purchasing Frequency
• Misc Charges on a PO
TSH USER Group Meeting 2010
MDS Skins – Updated Look and Feel
• Applying a new skin to a program changes the color scheme, theme or style, buttons and controls.It gives the program a fresh look. With so many people spending so much time on their computers, software skins add freshness and fun to the electronic desktop. Skinnable software allows for users to personalize their systems, making them uniquely their own.
TSH USER Group Meeting 2010
Custom Help/Screen Labels/Security
• Added Options for:
– Customizable Help – Field by Field– Customizable Labels – Field by Field– Security by Operator Code – Field by Field
TSH USER Group Meeting 2010
MDS Help System
• Integrated into MDS• Based Upon Existing Help• Allows for User Customization and Creation• XML – Based Multiple Output Formats:
– Windows Help – WinHelp, CHM Files– HTML – Web Pages (intranet or website)– PDF
Creates Table of Contents
Searchable Index
Keyword Index